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How to Add a New Post to the Org Board

A tutorial on how to add a new post to the Org Board

Written by David Suggs
Updated over 9 months ago

How to Add a New Post to Your Org Board

Step 1: Create a New Post

  • Navigate to the Post tab on the left-hand side of the screen.

  • If the post does not already exist, create it here.

Step 2: Enter Org Board Editing Mode

  • Click on the notepad and pen icon located in the bottom-right corner of the screen.

  • Confirm you are in editing mode by checking for 'edit mode' at the top-left corner.

Step 3: Select the Section for the New Post

  • Click on the section of the org board where you want to add the new post.

Step 4: Add the Post to the Section

  • Go to the 'manage' option.

  • Select 'add post to section' from the dropdown menu.

Step 5: Choose the Post and Assign Employees

  • In the pop-up window, select the post from the drop-down menu.

  • Optionally, assign employees who report to that post.

Step 6: Save Your Changes

  • Click 'save' to add the new post to the org board.

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